Financial Services Contract Management

Banks, brokerages, insurance providers, and other financial services organizations are under tremendous pressure to meet increasingly stringent regulatory and compliance obligations while operating in a highly competitive environment. Contracts are key to successful relationships with your clients, vendors, and partners.

Contract Logix has extensive experience working with financial organizations. Our data-driven approach to contract management ensures you maximize the return of your contracts while minimizing risk.

Contract Logix will transform your financial services contract process.

Get complete visibility into your end-to-end contract process and administration to quickly onboard suppliers, clients, and partners in a compliant fashion

Easily identify risk in your contracts, assess the probability and consequence of it occurring while assigning risk scores, and mitigate it using data-driven and real-time contract insights

Find unpaid revenue, cost saving opportunities, and under-performing services in your contracts

Ensure accounting compliance by automatically tracking key dates and terms and keeping an accurate record for audit purposes

Centralize and automate the entire contract lifecycle and complex contract relationships for increased compliance with SOX, ISDA, ESMA, and FINRA regulatory requirements

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Financial Services Contract Management

Get complete visibility into your end-to-end contract process and administration to quickly onboard suppliers, clients, and partners in a compliant fashion

Easily identify risk in your contracts, assess the probability and consequence of it occurring while assigning risk scores, and mitigate it using data-driven and real-time contract insights

Find unpaid revenue, cost saving opportunities, and under-performing services in your contracts

Ensure accounting compliance by automatically tracking key dates and terms and keeping an accurate record for audit purposes

Centralize and automate the entire contract lifecycle and complex contract relationships for increased compliance with SOX, ISDA, ESMA, and FINRA regulatory requirements

Essential Guide to Managing Contracts Remotely

Helpful Resources for Financial Services Contracting

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